Sage XRT Advanced Predefined Analyses

When you install the Sage XRT Advanced template, you get a collection of predefined analyses built for Sage XRT Advanced: data models, views, dashboards, and excel add-in. Everything listed below is ready to use and can be customized to fit your needs.

Data Models

Data models organize and structure your Sage XRT Advanced data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.

CashCash flow ledger, balances, reconciliation results, and currency rates.

GL ReconciliationGL entries, bank entries, and reconciliation results.

Bank AreaBank transactions and bank file statements.

Debts & InvestmentsTerm borrowing, bullet borrowing, movable leasing, and bond credit transactions.

Import UsersUser import records and details.

CubesPreconfigured cube for GL reconciliation.

Dashboards

Dashboards display multiple views on a single screen. Views inside a dashboard typically share a common theme, like finance or sales, so related data appears together.

Cash FlowKPIs, balances by bank and company, cash flow analysis, and cash reconciliation.

Bank AreaBank activity and transaction monitoring.

GL ReconciliationGL reconciliation status and details.

CubesGL reconciliation dashboard built on OLAP cube data.

Excel Add-in

Excel add in reports are predefined spreadsheet reports that pull data directly from Sage XRT Advanced. They open in Excel and can be refreshed, filtered, and customized like any other spreadsheet.

BalanceCash balances and position summary.

Accounting ReconciliationGL and accounting reconciliation report.

Treasury ReconciliationTreasury position and reconciliation report.

Bank RelationshipBank relationship details and activity report.